Searching for SFM Wizard Steps in Actions Menu
Android and iOS
The Go app enables you to search for specific SFM wizard steps in the Action menu. This feature helps you save time by locating the required SFM wizard steps quickly through an extensive list of configured wizards.
To search for the required SFM wizard:
1. Open a View SFM of a record.
2. Tap the Actions menu.
3. Pull down the Actions screen. The search box is displayed.
4. Enter the keyword in the search box to filter the wizard steps. The wizard steps matching the search keyword are displayed in the list.
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• The search result respects the Show Inactive or Hide Inactive filter. If Show Inactive is selected, the search result displays the matching wizard steps even though they do not meet the wizard step criteria. If Hide Inactive is selected, the search result does not display the matching wizard steps that do not meet the wizard step criteria.
• The search is applicable for offline support only.
• The search keywords are not remembered when you exit from the Actions screen.
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Windows
The Go app enables you to search for specific SFM wizard steps in the Action menu. This feature helps you save time by locating the required SFM wizard steps quickly through an extensive list of configured wizards.
1. Open a View SFM of a record.
2. Click the Actions menu.
3. Click the Ctrl + F+ keys on your keyboard. The search box is displayed.
4. Enter the keyword in the search box to filter the wizard steps. The wizard steps matching the search keyword are displayed in the list.
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Note:
• The search result respects the Show Inactive or Hide Inactive filter. If Show Inactive is selected, the search result displays the matching wizard steps even though they do not meet the wizard step criteria. If Hide Inactive is selected, the search result does not display the matching wizard steps that do not meet the wizard step criteria.
• The search is applicable for offline support only.
• The search keywords are not remembered when you exit from the Actions screen.
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